Acuitas Investments Reports $121.8M in Managed Assets

The firm’s latest disclosures highlight a diversified investment approach across multiple asset managers.

February 03, 2025

Multi-Manager Strategy and Portfolio Overview

Acuitas Investments, LLC, a Seattle-based institutional investment firm, has disclosed a total of $121.8 million in managed assets for the fourth quarter of 2024, according to its latest regulatory filing. The report, submitted to the Securities and Exchange Commission (SEC), details the firm’s holdings and its collaboration with a variety of asset managers.

The 13F filing indicates that Acuitas operates within a multi-manager framework, leveraging expertise from several investment firms to construct its portfolio. Among its listed managers are Kennedy Capital Management, Diamond Hill Capital Management, and Pzena Investment Management, among others. This strategy allows Acuitas to maintain exposure across different sectors and asset classes, mitigating risk while optimizing returns.

The company reported a total of 63 investment positions in the latest quarter, showcasing a diversified asset allocation. The filing also identifies five additional managers included in the reporting process, with firms such as Signia Capital Management and Seven Canyons Advisors playing a role in Acuitas' investment strategy.

Investment Focus and Market Approach

Acuitas specializes in small-cap and micro-cap investments, focusing on identifying opportunities in niche markets. The inclusion of multiple investment managers provides exposure to different market strategies and ensures dynamic portfolio adjustments in response to market conditions.

As a combination report, the filing confirms that part of Acuitas’ holdings are reported separately by other managers. This suggests that the firm maintains significant outsourced investment responsibilities while overseeing a broader strategic allocation.

Acuitas’ latest disclosure underscores the firm’s ongoing commitment to leveraging multiple asset managers for a diversified and balanced portfolio. Investors will be closely watching how the firm’s strategy performs amid ongoing market volatility and shifting economic conditions.